Q: What's your opinion on Nuvei, their management team, debt, and business? What do you think of a half position in them today for a typical balanced portfolio or would you prefer another company in the same sector? Thank you.
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Investment Q&A
Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.
Q: Good morning 5i,
Love the updates.
Could you please give me your top US market ETF'S geared to growth as a S&P500, mid-cap, small-cap.
Taking into consideration low fee, low distribution and preferable lower allocation to tech as a whole.
I realize that's a driver but a lower top 10 holdings. Deduct accordingly.
Thank you very much!!!!
Love the updates.
Could you please give me your top US market ETF'S geared to growth as a S&P500, mid-cap, small-cap.
Taking into consideration low fee, low distribution and preferable lower allocation to tech as a whole.
I realize that's a driver but a lower top 10 holdings. Deduct accordingly.
Thank you very much!!!!
- Roku Inc. (ROKU)
- Plug Power Inc. (PLUG)
- Okta Inc. (OKTA)
- Guardant Health Inc. (GH)
- CrowdStrike Holdings Inc. (CRWD)
- Snowflake Inc. Class A (SNOW)
Q: I hold the above six securities in a taxable account in less than half positions. On a tax neutral basis I could sell OKTA,SNOW,GH and PLUG and split the proceeds between ROKU and CRWD to bring them to larger positions. These investments are part of a relatively agressive taxable portfolio.
Two questions - firstly, if you could rank the 6 stocks in accordance with your preference. Secondly, do you think my proposal would create a meaningful stronger position for growth.
Thanks,
Terry
Two questions - firstly, if you could rank the 6 stocks in accordance with your preference. Secondly, do you think my proposal would create a meaningful stronger position for growth.
Thanks,
Terry
- NVIDIA Corporation (NVDA)
- Veeva Systems Inc. Class A (VEEV)
- Roku Inc. (ROKU)
- CrowdStrike Holdings Inc. (CRWD)
- Digital Turbine Inc. (APPS)
Q: What are your best 5 Growth Ideas in Canada and 5 Best in the USA. Share price not a factor. Your Best Ideas. Thanks a Lot. RAK.
- Welltower Inc. (WELL)
- Aritzia Inc. Subordinate Voting Shares (ATZ)
- Xebec Adsorption Inc. (XBC)
- NIO Inc. American depositary shares each representing one Class A (NIO)
- Dye & Durham Limited (DND)
- Lightspeed Commerce Inc. Subordinate (LSPD)
Q: I have these companies in my growth portfolio. I would like to add 3 more what companies would you suggest.
Q: I was looking for reasons on the big sell off in FLTR the other day (when your site was down) and pulled this up. Oddly (to me) DKNG is still trading at a respectable valuation. To me the whole thing sounds horrible. What do you make of it?
https://hindenburgresearch.com/draftkings/
https://hindenburgresearch.com/draftkings/
Q: Recently, the group that bought a bunch of dental practices all over Canada and put them under the corporate umbrella of Dental Corp had an IPO on TSX.
I see dentists are generally affluent and high income earners.
So buying 400+ practices and making it a big business sounds like a good idea except for the part that there is a half a billion dollar debt or so on the balance sheet.
What is your long term opinion of Dental Corp? Maybe a slow burn winner?
Thanks.
I see dentists are generally affluent and high income earners.
So buying 400+ practices and making it a big business sounds like a good idea except for the part that there is a half a billion dollar debt or so on the balance sheet.
What is your long term opinion of Dental Corp? Maybe a slow burn winner?
Thanks.
- AbCellera Biologics Inc. (ABCL)
- Haivision Systems Inc. (HAI)
- Roblox Corporation Class A (RBLX)
- Farmers Edge Inc. (FDGE)
Q: Hi,
Congrats on the web site update! Makes it easier to navigate for sure especially when looking up company data.
Of the recent IPO's listed above, do you have a preference for one or the other or obtain a starter position in all 3? Or a different one all together?
Also, can you pls confirm the considerable drop in revenue as seen on the Company data for ABCL....or is this an error? I normally only invest in a company whose YoY growth/revenue is trending upwards...so this is a bit of a caution flag if I were to invest in ABCL.
Cheers,
SteveMc
Congrats on the web site update! Makes it easier to navigate for sure especially when looking up company data.
Of the recent IPO's listed above, do you have a preference for one or the other or obtain a starter position in all 3? Or a different one all together?
Also, can you pls confirm the considerable drop in revenue as seen on the Company data for ABCL....or is this an error? I normally only invest in a company whose YoY growth/revenue is trending upwards...so this is a bit of a caution flag if I were to invest in ABCL.
Cheers,
SteveMc
- Apple Inc. (AAPL)
- Alphabet Inc. (GOOG)
- Constellation Software Inc. (CSU)
- BRP Inc. Subordinate Voting Shares (DOO)
- goeasy Ltd. (GSY)
- Aritzia Inc. Subordinate Voting Shares (ATZ)
- Real Matters Inc. (REAL)
- WELL Health Technologies Corp. (WELL)
- Enthusiast Gaming Holdings Inc. (EGLX)
- MEDIFAST INC (MED)
- Celsius Holdings Inc. (CELH)
- Topicus.com Inc. (TOI)
Q: My wife and I are each opening up a TFSA with 75000 initial deposit in each account. We are thinking of putting 5-8 ETF's into the one account and 10-12 stocks into the other account. Wondering if this is a good strategy or if you would suggest something different? The emphasis would be primarily on growth, but not at extreme risk. Can you recommend 5 or more ETF's (and percentage allotted for each) for good diversity for the one account, and 10-12 stocks equally spread out to cover the $75,000 in the other account.
Please deduct as many credits as appropriate.
Many thanks, Jake
Please deduct as many credits as appropriate.
Many thanks, Jake
Q: Any updates on ZI? A portfolio manager interviewed on Wealth Track appeared to be very favourable on the stock's longterm potential.
Thanks, Team!
Thanks, Team!
Q: With orders coming in for EV's as well as regular buses and a new plant coming on stream is this co. an interesting buy for future appreciation? H.
Q: would appreciate your current opinion on this co. Also how/where do I extend my subscription at your new lower rate before the increase
Q: Hello,
Can you please comment on Kingsoft? As per the last reporting how much cash per share does this company has?
Do you recommend purchasing this stock at current levels?
Thanks,
Can you please comment on Kingsoft? As per the last reporting how much cash per share does this company has?
Do you recommend purchasing this stock at current levels?
Thanks,
Q: Hi Peter,
What would be your today best growth companies 3 US and 3 canadian with good fundamentals other than technology. Please list inorder of their risk.
What would be your today best growth companies 3 US and 3 canadian with good fundamentals other than technology. Please list inorder of their risk.
- Xebec Adsorption Inc. (XBC)
- Enthusiast Gaming Holdings Inc. (EGLX)
- Ultra Clean Holdings Inc. (UCTT)
- CrowdStrike Holdings Inc. (CRWD)
- Nuvei Corporation Subordinate Voting Shares (NVEI)
Q: I am participating in a fun challenge at work wherein all staff get $100,000 of play money to invest in stocks June 30, 2021. The "portfolios" will all be valued September 30, 2021 and the three highest value portfolios win a small prize. I know this is nothing more than a crap shoot, but can you recommend a few (I'm thinking 5 or less) stocks that might run during that period?
Q: What companies do you see having the most influence or ability to bring the Metaverse to reality? I have been reading a fair bit about this, some think it will be the next version of the internet in conjunction with AR & VR. Using your crystal ball do you have any suggested companies for a long term plays.
Q: Can you please provide recommendations for three US and 3 Canadian consumer cyclicals, with the strongest conviction names noted first? Medium risk-tolerance, with a preference for a longer-term hold (3-5 years).
On a related note, I already own PLC and am considering swapping it out for ATZ. Can you please rate these two stocks for growth and risk?
Thank you.
On a related note, I already own PLC and am considering swapping it out for ATZ. Can you please rate these two stocks for growth and risk?
Thank you.
Q: What are your current thoughts on this stock and the outlook for the next 2-3 years? Thanks very much.
Q: I’m seeing this company on the news more often lately. could it be driven up by sentiment like some of the cannibus stocks when they first came to be traded publicly.?
Q: "Compounding machine" [CM] stocks - please rank stocks that can be classified as CMs for a 5 year hold and your expectations for these - risk and reward.